+13.8%
KMB vs PSA
+101.3%
-87.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -7.7% | -3.6% | -4.0% | -6.5% |
| 30D | -8.2% | -9.4% | +1.2% | -5.1% |
| 3M | -1.9% | -8.2% | +6.3% | +1.0% |
| 6M | -0.7% | -1.8% | +1.2% | -0.1% |
| YTD | +1.4% | +15.7% | -14.4% | -3.5% |
| 1Y | -19.1% | +6.3% | -25.4% | -21.0% |
| 3Y | -12.6% | +21.6% | -34.2% | -19.3% |
| 5Y | -12.7% | +13.5% | -26.1% | -19.5% |
| All | +13.8% | +101.3% | -87.4% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PSA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling